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Account Sales Dashboard

Cheryl Ackerman Account Sales Dashboard Showing Recent Activities

The screenshot displays the Account Sales Dashboard for Cheryl Ackerman. At the top, the dashboard includes tabs for 'Prescriber Level Formulary', 'Account Sales', 'Account Sales Dashboard' (which is the active tab), 'Commercial HCP', and 'Compass HCO'. Below, the dashboard presents key information, including contact details, with a time period filter set to 'Last 90 Days (since 4/20/2023)'. The Activity Overview section summarizes recent engagement with 'Total Calls' (12), 'Total Calls w/ CLM' (5), 'Total Sent Emails' (23), '# of Opens' (27), and '# of Clicks' (16). Channel Trends visualizes communication channel performance over time with a line chart displaying 'In-person', 'Other', 'Phone', 'Sent Email', and 'Video' data from April 30, 2023 to July 09, 2023. A 'Recent Calls' table lists call activity by 'Date', 'Channel', and 'CLM' status. The 'Top CLM Presentations' section displays 'Presentation' titles alongside '# of Calls' and 'Last Call Date'. Finally, the 'Top Email Templates' table details email template performance, showing '# of Opens', '# of Clicks', and '# of Emails' for each template.

Product: Veeva MyInsightsCategory: DashboardDate: 4/12/2025